DVLRX Mutual Fund

DVLRX Mutual Fund

NAV$65.07
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Returns Overview

1 Month
-5.49%
3 Months
-8.88%
6 Months
+4.88%
YTD
+9.61%
1 Year
+13.76%
3 Years (annualized)
+13.66%
5 Years (annualized)
+7.32%
10 Years (annualized)
+8.76%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would DVLRX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.61%
Peer Avg (YTD)
+10.34%
vs Peers
-0.73%

DVLRX Mutual Fund Performance

DVLRX performance across multiple time periods: 1-month -5.49%, YTD 9.61%, 1-year 13.76%, 3-year 13.66%, 5-year 7.32%, 10-year 8.76%.

DVLRX returns trail the peer average of 10.34% YTD. With an expense ratio of 1.34%, investors should weigh costs against performance when evaluating this mutual fund.

DVLRX vs another fund shows side-by-side returns. DVLRX alternatives are available in the Mutual Fund Screener.